Andrew George Burch
Professional Summary
Andrew George Burch, who also goes by Andrew Burch, is a registered financial advisor currently at VELERITY GROUP, INC. located in Great Falls, Virginia. Andrew is registered as a RR (Registered Representative) and started their career in finance in 1997. Andrew has worked at 1 firm and has passed the Series 63, Series 65, Series 99TO, Series 82TO, SIE, Series 7, Series 14, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrew Burch
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CAROLINA SECURITIES, INC. | VELERITY GROUP, INC. | VELERITY GROUP
Contact Information
Main Address
10431 New Ascot Drive, Great Falls, VA 22066Mailing Address
10431 New Ascot Drive, Great Falls, VA 22066Phone Number
(703) 383-4330Established
North Carolina since 01/22/1996Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/12/1997)
(4/16/2025)
(11/17/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jan 2013About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Andrew George Burch's CRS (Customer Relationship Summary).
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